Everything you need to get your legal & financial docs in order
Let me guess.
You started your practice with whatever paperwork you could find, copied, or cobbled together because you just needed to get clients in the door.
Totally understandable.
Also not sustainable.
This New Client Paperwork Template exists because client onboarding shouldn’t feel like a constant question mark. You shouldn’t be wondering if you missed something important, if your policies are clear enough, or if you’ll regret not putting something in writing later.
This is a fully editable intake system built to support real therapists in real practices, not just to check a box.
It covers the legal, ethical, and financial foundations of therapy in clear, professional language while still being readable for clients. The goal isn’t to overwhelm them or you. The goal is clarity, protection, and consistency from the very beginning.
You can use this template as-is, customize it to your practice, or pull pieces into your EHR. It’s designed to grow with you, whether you’re solo, working with interns, offering groups, or expanding into intensives.
This isn’t about perfection.
It’s about having a solid foundation so you can stop second-guessing your intake process.
This template includes multiple standalone documents, each organized in its own tab so you can use only what fits your practice.
You’ll find sections that cover:
✏️ Informed consent for psychotherapy
✏️ Clear practice policies and boundaries
✏️ Financial agreements and payment expectations
✏️ Credit card authorization and billing language
✏️ HIPAA and privacy practices
✏️ Telehealth and technology-assisted counseling consent
✏️ Fee details for different service types
✏️ Group, intern, and intensive-specific consent forms
✏️ Crisis planning and Good Faith Estimates
✏️ Multiple intake form options for insurance and self-pay clients
Each document is written to be customizable, professional, and adaptable, giving you flexibility without starting from scratch.
Streamline your practice’s paperwork with this easy-to-use Google Docs template. Whether you’re drafting client intake forms, referral letters, or treatment plans, this template is fully customizable to fit your practice’s unique needs. Once you click "use template," you can quickly edit and save the document directly to your Google Drive. With a clean, professional format, this template helps you stay organized and efficient, ensuring smooth operations for your private practice.
This Canva template is perfect for personalizing your branding. Easily add your logo, save it as a transparent PNG, and add it to the header of your Google Doc. Once you’ve made your adjustments, download your Google Doc as a PDF and print, or use it digitally. It’s simple to use and fully customizable to align with your unique practice.
Most paperwork templates give you one or two forms and call it a day.
This is a system, built from the perspective of someone who has:
✨ Run a practice
✨ Worked with interns
✨ Navigated billing, policies, complaints, and boundaries
✨ Learned (mostly the hard way 🫠) what’s better handled in writing
You don’t need to use everything at once.
Just know it’s there when you’re ready!
This template is for educational and organizational purposes only and is not legal advice. Always customize and review paperwork according to your state laws, licensing board requirements, and professional standards.
If you’re still choosing an electronic health record, or you’ve just opened a SimplePractice account and are staring at the intake paperwork thinking, “I don’t even know where to start,” this template was made for that moment.
You can use this paperwork:
✨ as a starting framework while setting up your EHR
✨ to clarify your policies, fees, and boundaries before entering anything into a system
✨ or to copy and paste sections directly into SimplePractice (or another EHR) once you’re ready
Many therapists find it easier to build their paperwork outside the EHR first, then transfer it in once everything feels clearer.
If you decide to use SimplePractice, I’ve included my affiliate link below so you can explore it while supporting my work at no extra cost to you.
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